Configure a legal hold

Overview

Legal hold is a part of the eDiscovery process undertaken in response to actual or prospective litigation. For information on how to leverage the Code42 platform for eDiscovery, see our eDiscovery Integration Guide. 

You can also preserve files with Legal Hold for enhanced surveillance as part of your company's security program. For more information, see Detect and respond to insider threats.

This article explains how to use the Legal Hold web app to place users' backup data on legal hold.

Step 1: Create a preservation policy

The preservation policy defines which files are included in the legal hold and how long to keep files under legal hold. Create a preservation policy that you can apply to different matters.

Step 2: Create a matter

In the Code42 Legal Hold web app, a matter is the collection of all the custodians and backup data associated with a litigation. To put backup data on legal hold, create a matter, apply a preservation policy, and add custodians. Learn more about how to create and manage a matter.

Step 3: Collect files from a legal hold (Optional)

Learn how to use Code42 to collect files. 

Related topics

• Collect files from a legal hold
• Create a legal hold preservation policy
• Create a legal hold matter
• Legal Hold reference
• eDiscovery integration guide